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Menu
Index

Projects

 
Projects
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
  • Add Button/Copy Project
  • Add Button/Copy WBS - Opens a dialog for copying WBS to the current project
  • Link Schedule Button - Use this button to link a schedule to the project record. Note that if you have licensed the Scheduling module this is the same as designating a record as the "Project Schedule". Clicking the button opens the Link Schedule Dialog
4

RECORD TABS

4. RECORD TABS
  • Locations Tab - Use this tab to define locations within the project. The lines defined in the table on this tab appear as values in the Locations Field in several record types.
  •  Phases Tab - Use this tab to define phases within the project. Lines defined in the table on this tab appear as values in the Phase Field in several record types.
  • WBS Tab - This tab is used to define the WBS structure for the project and to view all of the records that contain a selected WBS node. Double click a node to refresh the table.
  • Companies Tab - Use this tab to (optionally) associate PMWeb companies with the project. If you enable the setting "Allow users to ONLY select Companies associated with the Project" for the project in Settings users will only be able to select companies listed on this tab in records throughout PMWeb.
  • Contacts Tab - Use this tab to (optionally) associate PMWeb contacts with the project. If you enable the setting "Allow users to ONLY select Companies associated with the Project" for the project in Settings users will only be able to select contacts associated with the companies listed on the Companies tab in records throughout PMWeb. All fields in the table are read only.
5

HEADER

5. HEADER
 
Address 1, Address 2, and City Fields - Text fields
ZIP Field - A text field
Phone and Fax Fields - Text fields
Client, GC, and Architect Fields - Company Field
Executive, Manager, and Superintendent Fields - Text fields
Commitment Company and Owner Fields - Company Field